RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701FCA Corp$808,278$336,618,745$44,080,365$380,699,110
702Northern Capital Management$1,381,091$379,800,000$0$379,800,000
703Vantage Financial Partners Limited$465,768$376,464,502$2,670,501$379,135,003
704Excalibur Management Corp$769,013$378,354,248$0$378,354,248
705Berkshire Money Management, Inc.$859,267$377,218,427$0$377,218,427
706S.A. Mason$1,062,029$143,322,610$233,697,854$377,020,464
707Leonard Rickey Investment Advisors, PLLC$215,372$365,635,627$10,404,342$376,039,969
708Waypoint Wealth Partners$701,430$375,966,561$0$375,966,561
709Firestone Capital Management Inc$389,430$372,800,000$3,000,000$375,800,000
710Kingsview Asset Management, LLC$113,317$345,956,555$29,690,112$375,646,667
711Navpoint Financial, Inc.$1,722,130$360,988,797$14,435,457$375,424,254
712Peavine Capital, LLC$1,562,500$261,000,000$114,000,000$375,000,000
713Blue Chip Partners, Inc.$436,232$360,758,924$13,964,340$374,723,264
714Wealthstream Advisors, Inc.$532,406$372,684,497$0$372,684,497
715Quattro Financial Advisors$20,666,667$372,000,000$0$372,000,000
716Pathway Financial Advisors$464,006$371,669,000$0$371,669,000
717ISI Financial Group Inc$231,664$371,588,910$0$371,588,910
718Timber Creek Capital Management$1,641,162$370,902,704$0$370,902,704
719Frisch Financial Group, Inc.$304,386$320,564,335$50,177,828$370,742,163
720Harfst and Associates, Inc.$351,352$339,357,242$29,210,949$368,568,191
721NewFocus Financial Group$291,634$368,333,974$0$368,333,974
722Coastedge Partners, LLC$812,722$172,721,126$194,629,273$367,350,399
723Balboa Wealth Partners, Inc.$1,324,910$87,000,000$280,000,000$367,000,000
724ClearRock Capital$467,477$365,644,875$1,324,324$366,969,199
725SignalPoint Asset Management$233,289$359,323,891$7,406,597$366,730,488
726Heller Wealth Advisors.$340,517$365,715,635$0$365,715,635
727Noesis Capital Management Corp$423,613$330,313,493$35,264,401$365,577,894
728Fitzroy Investment Advisors LLC$33,181,818$0$365,000,000$365,000,000
729A. N. Culbertson & Company, Inc.$424,049$356,778,000$7,904,000$364,682,000
730Insight Wealth Partners$801,319$364,100,000$500,000$364,600,000
731Personal Investment Management Inc$369,391$364,219,513$0$364,219,513
732PartnersInWealth, Inc$662,190$207,391,258$156,151,056$363,542,314
733Galecki Financial Management Inc$222,305$362,356,734$0$362,356,734
734Sensible Financial Planning and Management$316,420$247,438,285$114,863,017$362,301,302
735Rollins Financial Inc$583,332$361,665,981$0$361,665,981
736Demming Financial Services Corp.$140,115$361,496,997$0$361,496,997
737Alpha & Omega$4,696$206,142,000$155,310,000$361,452,000
738Scott Snow (Financial Advisors)$887,266$0$360,230,000$360,230,000
739Advisors Management Group Inc$102,787$327,138,269$32,410,084$359,548,353
740Werba Rubin Wealth Management, LLC$462,835$0$359,159,833$359,159,833
741Hamel Associates,Inc.$1,588,344$333,135,910$25,829,744$358,965,654
742Biltmore Capital Advisors$480,310$340,885,712$17,905,538$358,791,250
743Waller Financial Planning Group, Inc.$217,578$320,362,004$38,424,239$358,786,243
744Beekman Wealth Advisory$32,454,545$0$357,000,000$357,000,000
745FMA Advisory Inc$327,538$346,471,622$10,217,569$356,689,191
746Trunorth Wealth Partners$445,676$319,947,484$36,592,943$356,540,427
747Hanson & Doremus Investment Management$411,161$322,080,577$34,395,915$356,476,492
748Sitrin Capital Management, LLC$609,760$341,000,000$15,100,000$356,100,000
749Planfirst Inc$227,990$355,892,203$0$355,892,203
750The Johnston Group, LLC$501,977$355,400,000$0$355,400,000
« Previous PageNext Page »

Showing 701 to 750 of 1,906 entries

Page 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.